Solutions

We evaluate investment managers, funds and portfolio companies, around the world and across alternative asset classes, and offer comprehensive diligence, monitoring and investigative services.

We serve institutional investors and family offices who need support:

Launching and maintaining an investment program

Expanding an existing investment program (for example, to new asset classes or geographies)

Screening and selecting investment managers and funds

Evaluating and executing secondaries transactions

Evaluating and investigating existing and prospective portfolio companies

We tailor our methodology for each client, utilizing quantitative and qualitative assessments and multiple layers of evaluation.

Approach

We tailor our methodology for each client, utilizing quantitative and qualitative assessments and multiple layers of evaluation.

Our approach extends beyond review of materials packaged by managers and sponsors to uncover and deliver actionable, valuable intelligence for clients. We pride ourselves on providing independent, data-driven research to help our clients make informed investment decisions.